Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kemble s. matter who wrote (32841)	3/6/1998 10:43:00 PM
From: G.M. Flinn	Read Replies (5) of 176387

Perhaps Monday the market will declare the obvious, a winner ... I swear Mr. Pfeiffer has been driven crazy by DELL's success, and for the second time in one week chose a "DELL up 7 or 8" day to announce that his co. is whiffing on its strategy. I believe DELL's strategy has proven to be unique, correct and the clear winner in PC sales ... stick to the high-end. CPQ has blown it twice in a year ... 1st with the wonderful "$1,000 PCs" (which are not so wonderful, and cost more than $1,000) and 2nd with buying "we've missed 16 straight quarters" DEC. I owned a lot of CPQ, stuck with them in Q3 and Q4 when their numbers were okay, but I had hoped for more. I dumped it all for a loss when the DEC deal was announced. I have got to believe many will be switching from CPQ to DELL on Monday. CPQ is likely to be dead money for a long time. DELL is nailing it, and with their almost singular focus on the high end, nobody can compete effectively with DELL. I think Monday the "changing of the guard" officially occurs. Mr. Dell will be taking the next watch. Glenn

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next